Parag Parikh Long Term Equity Fund – Regular Plan – AUM, NAV, Returns and more

Parag Parikh Long Term Equity Fund is an Open-ended, large-cap category fund launched in 2013 by PPFAS Asset Management Pvt Ltd. The fund manager name is Rajeev Thakkar. The risk in this fund is low but the returns are average. In this article, we will do a detailed analysis of the Parag Parikh Long Term Equity Fund, we will dig deep into its AUM, NAV, Returns & more.

Parag Parikh Long Term Equity Fund


Parag Parikh Long Term Equity Fund Ranking

Crisil MF Rank NA

Background of Parag Parikh Long Term Equity Fund

Name of Fund Parag Parikh Long Term Equity Fund – Regular Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Multi Cap
Fund Manager Rajeev Thakkar
Launch Date 1-May-2013

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  1. Invest in Mutual FundOpen Demat Account


Parag Parikh Long Term Equity Fund Performance

Risk Grade Low
Return Grade Average
NAV (as on current Date) Rs. 23.45 as on Dec 14, 2018
Net Asset (as on current date) Rs. 1412.9 crore as on Nov 30, 2018

Fund Portfolio Characteristics

Total Stock/Securities 25
Total Bonds
Avg Market Cap (in cr) 49394
Portfolio P/B Ratio 2.36
Portfolio P/E Ratio 21.7
3Y Earning Growth (%) 14.34

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Parag Parikh Long Term Equity Fund Composition

Equity 72.69%
Debt 2.76%
Cash 24.55%

Parag Parikh Long Term Equity Fund Risk Analysis

Standard Deviation 11.78
Sharpe Ratio 0.33
Beta 0.7
R Square 0.82
Alpha -0.54

Parag Parikh Long Term Equity Fund NAV – Yearly

2018 23.45
2017 23.45
2016 18.12
2015 17.55
2014 16.11
52 Week High (NAV) 25.79
52 Week Low (NAV) 22.35

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Parag Parikh Long Term Equity Fund Returns – Yearly

2018 0.010%
2017 29.360%
2016 3.280%
2015 8.940%
2014 44.820%

Parag Parikh Long Term Equity Fund AUM

2018 1260
2017 924
2016 675
2015 629
2014 515

Parag Parikh Long Term Equity Fund Expense Ratio

2018
2017 2.550%
2016 2.790%
2015 2.730%
2014 2.740%

Parag Parikh Long Term Equity Fund Quarterly Returns

2018 Q1 -4.670%
2018 Q2 6.670%
2018 Q3 2.320%
2018 Q4
2017 Q1 7.890%
2017 Q2 5.430%
2017 Q3 6.710%
2017 Q4 6.610%
2016 Q1 -4.110%
2016 Q2 2.740%
2016 Q3 5.840%
2016 Q4 -0.920%
2015 Q1 1.340%
2015 Q2 1.510%
2015 Q3 -3.730%
2015 Q4 10.000%
2014 Q1 5.780%
2014 Q2 19.570%
2014 Q3 4.430%
2014 Q4 9.650%

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Parag Parikh Long Term Equity Fund Weightage by Sector

1 Technology (22.52%)
2 Financial (20.98%)
3 Automobile (11.84%)
4 FMCG (6.46%)
5 Healthcare (6.16%)
6 Diversified (1.27%)
7 Services (1.47%)
8 Energy (1.27%)

Fund Weightage by Securities Holding

1 HDFC Bank (7.63%)
2 Bajaj Holdings & Inv (5.70%)
3 HDFC (5.22%)
4 Persistent Systems (4.55%)
5 ICICI Bank (3.47%)
6 Maruti Suzuki India (3.46%)
7 Axis Bank (3.34%)
8 Zydus Wellness (3.32%)
9 Balkrishna Industries (2.97%)
10 Tata Steel (2.95%)

Equity Fund Investment Information

AMC PPFAS Asset Management Pvt.Ltd.
Registrar Computer Age Management Services Ltd.
Minimum Investment 1000
Minimum SIP Investment 1000
Exit Load 2% for redemption within 365 days; 1% for redemption between 366 – 730 days

Conclusion:

The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.


Invest in Parag Parikh Long Term Equity Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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